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Channelnomics thinks Microsoft's (MSFT) claim it has sold 40M Windows 8 licenses could be...

Channelnomics thinks Microsoft's (MSFT) claim it has sold 40M Windows 8 licenses could be evidence of channel-stuffing. It notes many of the licenses may currently exist as inventory held by OEMs and resellers, and that StatCounter estimates Win. 8 is currently used on a mere 1% of the 1.5B PCs in operation. Nomura's Rick Sherlund is cutting estimates on Microsoft today, and says new Asian data points to a 7% Y/Y Q4 drop in PC shipments; a prior reading suggested flat growth.
Comments (10)
  • Arkeh Capital
    , contributor
    Comments (300) | Send Message
     
    PC sales is one thing. Upgrades of existing PCs another, and apparently the 40m W8 copies sold exceed the W7 performance. I consider the bear-case in MSFT flawed. This is a momentum game that is providing even more attactive entry opportunities.
    28 Nov 2012, 10:12 AM Reply Like
  • wigit5
    , contributor
    Comments (4118) | Send Message
     
    I just don't think this is enough information to make any sort of conclusions... I wouldn't bet a loaf of bread on this information, waiting to see 4Q numbers.
    28 Nov 2012, 10:23 AM Reply Like
  • Arkeh Capital
    , contributor
    Comments (300) | Send Message
     
    Sorry, but I did not suggest someone should buy in response to any single number (or any single set of results). Either one has a view (or not). Adjust XS cash from share price, look at valuation, and have a view on prospects of the Company.
    28 Nov 2012, 10:33 AM Reply Like
  • wigit5
    , contributor
    Comments (4118) | Send Message
     
    Not sure if this is in response to me or not but I wasn't suggesting you suggested anything.

     

    and SA you really need to put a "in reply to XXX" in the reply bars would be helpful in following conversation flows!
    28 Nov 2012, 10:39 AM Reply Like
  • bill d
    , contributor
    Comments (1905) | Send Message
     
    Now THAT's a good suggestion!
    28 Nov 2012, 11:13 AM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9080) | Send Message
     
    It's really cool to hate on MSFT/INTC, eh?
    28 Nov 2012, 12:00 PM Reply Like
  • Island_Dweller
    , contributor
    Comments (394) | Send Message
     
    Unwarranted forward looking pessimism combined with hate can lead to substantial profits should one choose to heed the steps taken to drive growth.
    28 Nov 2012, 01:02 PM Reply Like
  • anil92691
    , contributor
    Comments (397) | Send Message
     
    1% of 1.5B = 15 million. So would one go by an official comment by the company or that by an media estimator?
    28 Nov 2012, 05:57 PM Reply Like
  • wilky123
    , contributor
    Comments (2) | Send Message
     
    Got to go with what I saw, I liked what i saw on Saturday In Denver at the Microsoft store .The store was packed and folks walking out with packages, they had all their Windows 8 phones and tablets on display Purchased a Surface tablet for the Wife, She loves it. Daughter has latest Ipad and was also impressed with Surface. Office package and USB Port sets it apart. Keyboard nice too. Folks were not knocking down the doors but they were busy.
    29 Nov 2012, 02:54 AM Reply Like
  • wigit5
    , contributor
    Comments (4118) | Send Message
     
    I think that the rest of the world has caught up with Apple now, so they need to start looking at other innovations for better margins if they expect to keep the high share price.

     

    After using my lumia 920 for almost 2 weeks now I have come to the conclusion that while it's better than the iPhone in many respects, there are things I miss about my iPhone. If MSFT can market the WP8 platform well and get people to try I think we'll see a pretty even split between iOS, android, and WP.
    29 Nov 2012, 09:19 AM Reply Like
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